Profit Sharing · DOL Form 5500 · 2023

Anam Cara Corp. Profit Sharing Plan

Data updated 2026-08-25

$124K
Total assets Small plan by assets
16
Participants Small participant base
8th
Percentile by assets National rank
$7,763
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anam Cara Corp. Retirement Plan · Sponsored by Anam Cara Corp. · Iowa · Healthcare & Social Assistance

$124K in assets, 16 participants

Anam Cara Corp.'s Anam Cara Corp. Retirement Plan reported $124K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #926 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Anam Cara Corp. Retirement Plan contracted severely 51.3% in 2023 ($255K → $124K) for 16 participants.

#926
in Healthcare & Social Assistance (17,684 peers)
-51.3%
assets change YoY

The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anam Cara Corp. Retirement Plan among the smaller filed plans by assets

Anam Cara Corp. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$124,202 8th percentile higher than 8% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Anam Cara Corp. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anam Cara Corp. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anam Cara Corp. Retirement Plan reported net income rose from -$311K in the plan year 2022 filing to -$131K in the plan year 2023 filing.
  • Anam Cara Corp. Retirement Plan end-of-year assets fell from $255K in the plan year 2022 filing to $124K in the plan year 2023 filing.
  • Anam Cara Corp. Retirement Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472813937 · Anam Cara Corp. PY 2023 · Profit Sharing

Anam Cara Corp. Retirement Plan · $124K · 16 · 8th

  • TYPE $124K
  • TYPE 16
  • TYPE 8th
  • TYPE Profit Sharing
  • TYPE near American Vision Express Profit Sharing Retirement Plan
  • TYPE ind #926

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Anam Cara Corp. Retirement Plan in the asset neighbourhood

Anam Cara Corp. Retirement PlanAnam Cara Corp. Retirement P…$124KAmerican Vision Express Profit Sharing Retirement PlanAmerican Vision Express Prof…$124KBravo Kilo Holdings Inc. Retirement PlanBravo Kilo Holdings Inc. Ret…$124KSierra Four Investment Group, Inc. Retirement PlanSierra Four Investment Group…$124KJc & Jg Corporation Profit Sharing PlanJc & Jg Corporation Profit S…$124K
End-of-year total assets ($M) among Anam Cara Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Anam Cara Corp. years around the 2023 move

Sponsor-wide plan assets over time

All Anam Cara Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$273K 6.924334560510004% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.26M $0.27M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 15 $255K
2023 1 16 $124K
2024 1 16 $273K

2023 asset-move particulars

Total Assets (Beginning of Year)$255K
Net Assets (End of Year)$124K
Net Income-$131K
Employer EIN472813937
Plan Effective Date2015-01-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Anam Cara Corp. Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100200300 -100102030 Total assets ($M) Participants Anam Cara Corp. Retirement Plan, Total assets ($M): 0.124202 · Participants: 16Anam Cara Corp. Retirement PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
Anam Cara Corp. Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Anam Cara Corp. Retirement Plan side-by-side with 3 peers →

Anam Cara Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is American Vision Express Profit Sharing Retirement Plan in PR ($124K); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Anam Cara Corp. Retirement Plan assets move in 2023? ▼
Anam Cara Corp. Retirement Plan contracted severely - down 51.3% during 2023, from $255K to $124K. Reported net income was -$131K.
How have Anam Cara Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anam Cara Corp.'s sponsor-wide assets grew 6.9%, from $255K to $273K.
Where does Anam Cara Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Anam Cara Corp. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Anam Cara Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Vision Express Profit Sharing Retirement Plan in PR ($124K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Anam Cara Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472813937.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.